Senior Manager, Wealth & Asset Management (FSI

Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change and we help clients initiate, navigate and benefit from transformation. We believe optimism is a force multiplier, helping clients to mitigate downside and maximize opportunity.

With expertise across a broad range of sectors and services, our 3,000 consultants serve clients worldwide from 48 locations in 19 countries. Our expertise delivers results. Our optimism transforms outcomes.

Financial Institutions have drastically changed over the last decade, driven by increased regulatory constraints, diverse competition inside and beyond traditional banking organizations, and emerging technologies reshaping long-standing ecosystems.
Sia’s Financial Services Business Unit provides a comprehensive suite of core capabilities designed to address the diverse and evolving needs of our clients, enabling them to navigate complex challenges, seize new opportunities, and achieve their strategic objectives in an increasingly competitive and dynamic business environment.

As aSenior Managersupportingour Wealth & Asset Management practice,youwill lead client engagements focused on strategy, operating model transformation, AI, data and technology modernizationacrossglobal asset managers, custodians and institutional banks and providers.

The ideal candidate brings deepexpertiseinwealth and asset management operations (e.g., trade lifecycle, post-trade processing, middle office, or data management) combined with strong consulting, stakeholder management, and delivery leadership capabilities.

In this role, you are expected to:

• Demonstrate Wealth & Asset Management Operations Expertise :
  
  Bring strong working knowledge of wealth and asset management operations, including client and account onboarding, Know Your Customer and Anti-Money Laundering processes, portfolio administration, trade support, cash and asset movements, custody, fund and portfolio accounting, asset servicing, fee processing, reconciliations and exception management, performance reporting, and client servicing.

• Apply Knowledge of Financial Markets,Products& Client Solutions:
  
  Understand the operational requirements associated with wealth and asset management products and services, including equities, fixed income, mutual funds, exchange-traded funds, separately managed accounts, alternative investments, retirement products, trusts, managed portfolios, lending products, cash management, and custody services.

• Translate Technical Concepts into Business Solutions:
  
  Explain complex wealth and asset management operational concepts in a clear and practical manner for senior business, advisory, investment, operations, technology, risk, compliance, and regulatory stakeholders.

• Understand the End-to-End Client and Investment Lifecycle:
  
  Identify how evolving client expectations, investment products, digital capabilities, and service models affect front-to-back processes, including client acquisition and onboarding, account setup and maintenance, suitability and investment restrictions, portfolio construction, trade execution and settlement, asset servicing, fee billing, performance measurement, client reporting, and integration with legacy platforms.

• Navigate Regulatory,Risk&Control Considerations:
  
  Understand the regulatory and control environment surrounding wealth and asset management operations, including fiduciary obligations, suitability, client protection, custody, books and records, privacy, financial crime compliance, operational risk, third-party risk, business resiliency, data governance, and supervisory expectations.

• Shape Client Solutions &Delivery Approaches:
  
  Support clients in definingwealthoperationstrategies, use cases, business cases, implementation roadmaps, vendor or platform considerations, pilot design, testing approaches, and adoption plans.

• Drive Business Development:
  
  Identify, develop, and expand client opportunities through account knowledge,…